Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $29,694 |
Service code 27 · EIN 46-3906738 | Advisory (Plan) | $24,196 |
PENTEGRA SERVICES, INC.1 year Filed as: APS MANAGEMENT GROUP INC Service code 27 · EIN 46-5571756 | Advisory (Plan) | $18,242 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $8,841 |
PENTEGRA SERVICES, INC.6+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $6,455 |
WINDES, INC.1 year Filed as: WINDES Service code 10 · EIN 95-3001179 | Accounting | $4,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,066 | $55,932+46.7% | $76,735+6.9% | $67,986+20.7% |
| Participation rate | 81.9% | 50.8%+31.1pp | 69.5%+12.4pp | 57.2%+24.7pp |
| Annual return | 11.88% | 23.10%-11.2pp | 29.77%-17.9pp | 31.67%-19.8pp |
| Employer contribution / active EE | $1,703 | $1,487+14.5% | $2,454-30.6% | $2,019-15.6% |
| Participant deferral / active EE | $4,639 | $2,558+81.3% | $4,088+13.5% | $3,358+38.1% |
| Admin fee / account holder | $380 | $4,907-92.3% | $7,189-94.7% | $3,203-88.2% |